This webinar will provide bankers with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. It will discuss corporate tax issues including business structure, Section 179 depreciation, and bonus depreciation as well as employer provided benefits including “qualified retirement plans” and health savings accounts (HSAs).
Why Should You Attend:
The session will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. The webinar will be presented from the perspective of more effectively working with the bank’s business customers.Areas Covered in the Webinar:
- Corporate tax issues including business structure, Section 179 depreciation, and bonus depreciation
- Investments including capital gain/loss issues and passive activities
- Real estate issues including rentals and home offices
- Employer provided benefits including “qualified retirement plans” and health savings accounts (HSAs)
- Retirement planning strategies including defined benefit plans and captive insurance
- Estate planning issues including gift taxes
- Year-end tax strategies
- Recent changes to the tax code that impact business owners
Who Will Benefit:
- Commercial Lenders
- Credit Analysts
- Loan Documentation Specialists
- Relationship Managers
- Branch Managers
- Private Bankers
- Business Development Officers
- Bank Directors
- Compliance Managers and Officers
- Risk Managers and Officers
- Controllers
- Presidents/Vice Presidents
- Managers/Supervisors
- Sales Representatives
- Marketing Personnel
- Retail Businesses Owners
- Maintenance and Security Employees
- Stock Room Personnel
- Business Vendors
Speaker
David L OsburnCourse Provider
David L Osburn,
